CREATIVE WEALTH MANAGEMENT, LLC
CRD #119273 SEC #801-61513 ISLANDIA, NY 631-232-9170
SEC Registered
Total AUM
$61.5M
Discretionary
$61.5M
Employees
2
Clients
1
Accounts
72
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2020 | $61.5M | $61.5M | $0 | 2 | 0 |
| Mar 2019 | $78.4M | $78.4M | $0 | 2 | 0 |
| Mar 2018 | $77.3M | $76.1M | $1.2M | 3 | 0 |
| Mar 2017 | $65.7M | $65.7M | $0 | 5 | 203 |
| Nov 2016 | $67M | $67M | $0 | 5 | 110 |
| Mar 2016 | $67M | $67M | $0 | 5 | 110 |
| Oct 2015 | $72.2M | $72.2M | $0 | 4 | 187 |
| Mar 2015 | $72.2M | $72.2M | $0 | 4 | 187 |
| Mar 2014 | $71M | $71M | $0 | 5 | 200 |
| Jul 2013 | $61.5M | $61.5M | $0 | 1 | 200 |
| Feb 2013 | $61.5M | $61.5M | $0 | 1 | 200 |
| Apr 2012 | $59.3M | $59.3M | $0 | 6 | 26 |
| Mar 2007 | $20.4M | $15.7M | $4.7M | 10 | -- |
| Nov 2006 | $10.1M | $10.1M | $0 | 10 | -- |
| Nov 2005 | $12.8M | $12.8M | $0 | 10 | -- |
| Mar 2004 | $5.6M | $5.6M | $0 | 10 | -- |
DateMar 2020
Total AUM$61.5M
Discretionary$61.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$78.4M
Discretionary$78.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$77.3M
Discretionary$76.1M
Non-Disc.$1.2M
Employees3
Clients0
DateMar 2017
Total AUM$65.7M
Discretionary$65.7M
Non-Disc.$0
Employees5
Clients203
DateNov 2016
Total AUM$67M
Discretionary$67M
Non-Disc.$0
Employees5
Clients110
DateMar 2016
Total AUM$67M
Discretionary$67M
Non-Disc.$0
Employees5
Clients110
DateOct 2015
Total AUM$72.2M
Discretionary$72.2M
Non-Disc.$0
Employees4
Clients187
DateMar 2015
Total AUM$72.2M
Discretionary$72.2M
Non-Disc.$0
Employees4
Clients187
DateMar 2014
Total AUM$71M
Discretionary$71M
Non-Disc.$0
Employees5
Clients200
DateJul 2013
Total AUM$61.5M
Discretionary$61.5M
Non-Disc.$0
Employees1
Clients200
DateFeb 2013
Total AUM$61.5M
Discretionary$61.5M
Non-Disc.$0
Employees1
Clients200
DateApr 2012
Total AUM$59.3M
Discretionary$59.3M
Non-Disc.$0
Employees6
Clients26
DateMar 2007
Total AUM$20.4M
Discretionary$15.7M
Non-Disc.$4.7M
Employees10
Clients--
DateNov 2006
Total AUM$10.1M
Discretionary$10.1M
Non-Disc.$0
Employees10
Clients--
DateNov 2005
Total AUM$12.8M
Discretionary$12.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$5.6M
Discretionary$5.6M
Non-Disc.$0
Employees10
Clients--